
When this happens...
Send Email
Creating a Subscriber
email created
email updated
subscriber updated

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List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a email is created.
Triggers when a subscriber is created.
Triggers when a email is created.
Triggers when a email is update
Triggers when subscriber update
Action is the task that follows automatically within your buttondown integrations.
Updating an email
Updates an existing subscriber in a account.
Updating a tag
Sending a reminder to a subscriber.
Create a new tag with a name and color code.
Send a draft email via Buttondown API with specified details

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your buttondown and Apptivo CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in buttondown triggers actions in Apptivo CRM (or vice versa).
Absolutely. You can customize how buttondown data is recorded in Apptivo CRM. This includes choosing which data fields go into which fields of Apptivo CRM, setting up custom formats, and filtering out unwanted information.
The data sync between buttondown and Apptivo CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between buttondown and Apptivo CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
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